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Smithfield Trust’s iShares Gold Trust IAU Stock Holding History

Smithfield Trust’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$352K Buy
3,989
+546
+16% +$50.1K 0.02% 290
2025
Q4 		$280K Buy
3,443
+167
+5% +$13.1K 0.01% 302
2025
Q3 		$238K Hold
3,276
– – 0.01% 322
2025
Q2 		$205K Hold
3,276
– – 0.01% 345
2025
Q1 		$193K Hold
3,276
– – 0.01% 347
2024
Q4 		$163K Hold
3,276
– – 0.01% 369
2024
Q3 		$164K Buy
3,276
+2,351
+254% +$110K 0.01% 373
2024
Q2 		$41K Hold
925
– – ﹤0.01% 576
2024
Q1 		$39K Hold
925
– – ﹤0.01% 608
2023
Q4 		$36K Buy
+925
New +$34.6K ﹤0.01% 596
2023
Q3 		– Sell
-2,500
Closed -$96K – 1011
2023
Q2 		$96K Buy
+2,500
New +$93.7K 0.01% 438

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Smithfield Trust's IAU Position: Q1 2026 in Review

Smithfield Trust increased its iShares Gold Trust (IAU) stake by 16% in Q1 2026, buying an estimated $50.1K and bringing the position to 3,989 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #290.

Smithfield Trust first reported a position in IAU in Q2 2023 and has held it in 11 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Smithfield Trust held 3,989 shares of iShares Gold Trust worth $352K as of Q1 2026.
  • Smithfield Trust bought 546 iShares Gold Trust shares in Q1 2026, an estimated $50.1K.
  • iShares Gold Trust made up 0.02% of Smithfield Trust's portfolio in Q1 2026, its #290 holding.
  • Smithfield Trust first reported a position in iShares Gold Trust in Q2 2023 and has held it in 11 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Smithfield Trust's 13F filing for Q1 2026, filed 8 May 2026.